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Customer Reminder Plugin Documentation

The Customer Reminders plugin enables automated, rule-based email reminders to customers based on their actions or inactivity on a nopCommerce store. It is designed to recover lost sales, improve engagement, and automate follow-up communication without manual effort.

PRE-REQUISITE

This plugin requires the Nop-Station Core plugin to be installed and enabled.

Installation

·       Ensure the Nop-Station Core plugin is installed and enabled.

·       Navigate to Admin → Configuration → Local plugins.

·       Locate the Customer Reminders plugin (Group: All/Nop-Station).

·       Click Install.

·       To make the plugins functional, Restart the application.

Note: The plugin automatically installs required permissions, localization resources, and email message templates during installation.

 

Admin Panel Operations

Configuration

·       Access the configuration page via Admin → Nop Station → Plugins → Customer Reminders → Configuration

Note: This setting supports multi-store configuration, allowing you to configure to enable plugin & guest customer exclusion separately for each store.

Reminder Rules

Access the reminders page via: Admin → Nop Station → Plugins → Customer Reminders → Reminder Rules

Reminder Rules define the targeting logic that determines which customers are eligible for reminders, with five built-in rules (Birthday, Abandoned Cart, Unpaid Orders, Completed Order, Inactive Customers) each containing specific conditions like unpaid order status or cart abandonment. Each rule specifies available tokens for personalization (e.g., %Customer.FullName%, %Order.Total%) and cannot be deleted if it's a system rule, ensuring core reminder functionality remains intact.

Reminder rule list table showing

·       System name of the rule

·       Rule type

·       Enabled status

Editing a Reminder Rule

·      From the reminder rules list, click Edit on any rule.

The info tab shows the rule information.

·       System name of the rule.

·       Optional description of the rule.

·       Enabled status.

·       Available token groups for that rule.

After completing the editing, click the ‘Save’ or ‘Save and Continue Edit’ button.

Reminders

Access the reminder reports page via: Admin → Nop Station → Plugins → Customer Reminders → Reminders

Reminders are automated email campaigns that target eligible customers based on a selected reminder rule (e.g., Abandoned Cart, Birthday), with configurable time windows, message intervals, and maximum sends per customer. Each reminder includes a customizable email template with dynamic tokens for personalization and tracks all sent messages through detailed reporting.

Reminders list table showing

·       Name of the reminder

·       Enabled status

 

Creating a New Reminder

To create a new reminder, click on Add new button

In the Settings tab showing

·       Enabled: Checkbox to activate/deactivate this reminder.

·       Name: Unique identifier for the reminder.

·       Reminder Rule: Dropdown to select which rule logic to use.

·       Store: Specific store targets customers from (or all stores).

·       Vendor: Specific vendor to filter customers by (optional).

·       Max Messages Per Customer: Maximum number of reminders emails a single customer can receive for this reminder.

·       Time Greater Than: Minimum time that must pass after the trigger condition before sending the first reminder.

·       Time Greater Than Interval Type: Unit for the minimum time (Minutes, Hours, or Days).

·       Time Lower Than: Maximum time allowed after the trigger condition to send reminders (defines the eligibility window).

·       Time Lower Than Interval Type: Unit for the maximum time (Minutes, Hours, or Days).

·       Interval Between Messages: Time gap between consecutive reminder emails to the same customer.

·       Interval Type: Unit for message interval (Minutes, Hours, or Days).

 

In the Message Template tab showing

·       Available Tokens: Read-only display showing dynamic placeholders (e.g., %Customer.FullName%, %Order.Total%) available based on selected rule.

·       Template Name: Internal name for the email template (e.g., "Birthday Greeting Email")

·       BCC: Semicolon-separated email addresses to receive blind carbon copies of all reminder emails.

·       Subject: Email subject line with support for dynamic tokens (e.g., "Happy Birthday %Customer.FullName%!").

·       Body: HTML email content with rich text editor and token support for personalized messages.

·       Email Account: Dropdown to select which email account/SMTP configuration to use for sending.

After completing, click the ‘Save’ or ‘Save and Continue Edit’ button.

 

Editing a Reminder

To edit a reminder, click on the Edit button on any reminder.

Note: we can update the fields in the Settings and Message Template tabs the same way we did when creating a new reminder.

The Customer Exclusion feature allows admins to blacklist specific customers from individual reminders by email address, preventing them from receiving that reminder even if they meet eligibility criteria. This is reminder-specific and managed through a searchable grid showing excluded customer details.

To add a new excluded customer, click on the ‘Add excluded customer’ button.

After click the "Add excluded customer" button, a popup window opens displaying a searchable list of all customers in the system with their email, username, full name, customer roles, and active status. You can search customers by email address, select one or multiple customers using checkboxes, and click "Save" to add them to the exclusion list.

After saving, the popup closes automatically, and the excluded customers' grid refreshes to show the newly added customers their email and name, allowing you to delete them from the exclusion list later if needed.

Reminder Reports

Access the reminder reports page via: Admin → Nop Station → Plugins → Customer Reminders → Reminder Reports

Reports are automatically shown in this list after sending the reminder to the customer successfully or unsuccessfully.

·       To Export All/Selected reports as XML or Excel, click on the Export button.

·       To Delete Single/Multiple reports, click on the Delete(selected) button.

 

Troubleshooting

Plugin cannot be installed

      Ensure the Nop-Station Core plugin is installed and present in the plugins folder.

      Check the System Log for dependency errors.

 

Plugin not appearing

·       Navigate to Admin → Configuration → Local plugins.

·       Locate the Customer Reminders plugin (Group: All/Nop-Station).

·       Click on Edit button of this plugin.

·       Mark the plugin as Enabled.

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